See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,330 | $183,519-90.6% | $155,509-88.9% | $145,922-88.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 184.57% | 61.17%+123.4pp | 64.67%+119.9pp | 561.29%-376.7pp |
| Employer contribution / active EE | $1,358 | $5,313-74.4% | $4,672-70.9% | $4,660-70.9% |
| Participant deferral / active EE | $2,849 | $6,462-55.9% | $5,626-49.4% | $6,688-57.4% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |